“Keeping up with the books takes too much of my time.”
Monthly Bookkeeping
Casey categorizes your transactions, reconciles your bank and credit card accounts, and emails you financial reports every month.
Explore monthly bookkeepingBookkeeping for small businesses
Your books kept current. Your numbers explained.
Work directly with Casey Haynes for monthly bookkeeping, cleanup, and payroll support—so you can spend less time sorting through your books and better understand where your business stands.
Talk through your current bookkeeping, where you need help, and which service fits your business.
Intuit QuickBooks Certification Level 2View certificate (PDF, opens in a new tab)Works inQuickBooks Online, QuickBooks Desktop, and Xero
What do you need help with?
“My books have fallen behind.”
Bookkeeping Cleanup
Catch up on overdue records, correct miscategorized transactions, and reconcile accounts so your books are a reliable starting point again.
Explore bookkeeping cleanup“I need help managing payroll.”
Payroll Support
Payroll services are included in the Standard, Deluxe, and Premium packages, for up to 15, 30, or 50 employees.
Explore payroll supportNot sure which? Cleanup deals with the condition your books are in today. Monthly bookkeeping keeps them current afterward.
Know what you're getting.
Every package includes the same core deliverables. How often they happen depends on the package.
Reconciled accounts
Your recorded transactions are checked against your bank and credit card statements, so the balances in your books match what actually happened. Packages cover 1 to 9 accounts.
Monthly financial reports
Every package includes financial reports delivered by email each month, showing what came in, what went out, and where things stand.
One-hour review meetings
Sit down with Casey to go through your numbers and ask questions — quarterly on Basic and Standard, monthly on Deluxe and Premium.
Why work with Casey
Casey Haynes holds the Intuit QuickBooks Certification Level 2 and has completed training in accounting fundamentals and reading financial statements. You deal with her directly — by phone, by email, and in your review meetings.
Meet Casey- The same person handles your books and answers your questions.
- Reports are walked through in plain language during your review meetings.
- Scope and price are agreed before any work starts.
Getting started
- 1
Talk through your needs
Request a free consultation and tell Casey where your books stand and where you want help.
- 2
Agree on scope and price
Together you choose the package or cleanup work that fits, so you know exactly what's included.
- 3
Begin the agreed service
Onboarding gets your software and records set up, then the monthly work begins.
Sending a request doesn't book an appointment or start any paid work.
Packages start at
$250/month
+ $500 one-time onboarding fee
Onboarding on the Basic package covers a one-hour onboarding meeting plus cleanup and setup of your accounting software.
Compare PackagesQuestions people ask
A few things you may be wondering
Ready to talk about your books?
A free, no-obligation conversation with Casey